Slocum, Gordon & Co’s Vanguard Financials ETF VFH Stock Holding History

Slocum, Gordon & Co’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13	Closed	-$1.03K	–	157
2023 Q1	$1.03K	Hold	13	–	–	﹤0.01%	132
2022 Q4	$1.09K	Buy	+13	New	+$1.07K	﹤0.01%	129

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Slocum, Gordon & Co's VFH Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Vanguard Financials ETF (VFH) in Q2 2023, closing a stake of 13 shares — an estimated $1.03K sold.

Slocum, Gordon & Co first reported a position in VFH in Q4 2022 and held it in 2 quarters. The position peaked at $1.09K in Q4 2022. 532 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

Slocum, Gordon & Co reported no remaining Vanguard Financials ETF position as of Q2 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 13 Vanguard Financials ETF shares in Q2 2023, an estimated $1.03K.
Slocum, Gordon & Co first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 2 quarters.
Slocum, Gordon & Co's Vanguard Financials ETF position peaked at $1.09K in Q4 2022.
532 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.